Pedernales Electric Cooperative Inc. Employees 401(k) Savings Plan
Sponsored by Pedernales Electric Cooperative, Inc. · EIN 740828412 · Plan #002
- Total assets
- $199M
- Net assets
- $199M
- Active participants
- 985
- With balances
- 1,214
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Consulting (pension), Copying and duplicating | $129,418 |
| Capfinancial Partners, Llc | Investment advisory (plan), Investment management fees (indirect) | $121,001 |
| Charles Schwab & Co., Inc. | Custodial (securities), Trustee (directed), Shareholder servicing fees | $0 |